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Broadridge

768 hedge funds and large institutions have $15.3B invested in Broadridge in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 293 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $21M | Put options by funds: $13M

15% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 255

0.72% more ownership

Funds ownership: 86.34%87.06% (+0.72%)

1% more capital invested

Capital invested by funds: $15.2B → $15.3B (+$108M)

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

2% less funds holding

Funds holding: 784768 (-16)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
768
Holders Change
-16
Holders Change %
-2.04%
% of All Funds
13.49%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
67
Increased
293
Reduced
255
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
626
Eudaimonia Partners
Tennessee
$130K -$93.8K -635 -43%
Rockefeller Capital Management
627
Rockefeller Capital Management
New York
$129K +$3.99K +27 +3%
MC
628
Maverick Capital
Texas
$127K +$123K +830 New
TCOV
629
Trust Company of Vermont
Vermont
$121K -$7.24K -49 -6%
SBL
630
Sargent Bickham Lagudis
Colorado
$118K
TFA
631
Toth Financial Advisory
Virginia
$118K
HDIM
632
Hanson & Doremus Investment Management
Vermont
$107K
HCP
633
Hexagon Capital Partners
Arkansas
$107K +$94.9K +643 +1,072%
SAM
634
S.A. Mason
Michigan
$103K
WTC
635
WhitTier Trust Company
Nevada
$95K +$20.7K +140 +29%
Acadian Asset Management
636
Acadian Asset Management
Massachusetts
$92K -$258K -1,744 -74%
FHA
637
First Horizon Advisors
Tennessee
$85K
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$85K
MA
639
MUFG Americas
New York
$83K -$443 -3 -0.6%
AS
640
Altshuler Shaham
Israel
$79K -$28.9K -196 -27%
NR
641
Newfound Research
Massachusetts
$78K -$51.2K -347 -41%
HCM
642
Highlander Capital Management
New Jersey
$77K
WOC
643
West Oak Capital
California
$77K
LWA
644
Lowe Wealth Advisors
Maryland
$75K
IA
645
IFP Advisors
Florida
$72K -$4.43K -30 -6%
CCA
646
Column Capital Advisors
Indiana
$71K -$23.6K -160 -26%
GWM
647
Geneos Wealth Management
Colorado
$70K +$148 +1 +0.2%
NIM
648
NuWave Investment Management
New Jersey
$70K +$67.8K +459 New
BFG
649
Baron Financial Group
New Jersey
$67.8K
RFA
650
Reilly Financial Advisors
California
$67K